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  • Home

  • Who We Are

  • Our Services

  • Current Page: News & Commentary

  • Events

  • (864) 585-8282

  • Client Login

  • Home

  • Who We Are

  • Our Services

  • Current Page: News & Commentary

  • Events

Social Security: The Choice of a Lifetime

Did you know that one in four Americans underestimate their life expectancy? You deserve peace of mind knowing that you will have sufficient income throughout your retirement. Join Steven Calandra, Vice President at Nationwide Retirement Institute, for Social Security: The Choice of a Lifetime. This presentation will help you better understand your Social Security filing options, identify the optimal filing option for you and your family, and provide context to discuss your Social Security strategy with your Financial Advisor, as part of your comprehensive retirement plan.

May Investment Perspectives

Some things that could go right, a look at TIPS, and stocks and the midterms.

Avoid getting scammed

Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective.

Fed must be wary of 'tripping the market' into recession: Mark Luschini

Janney Montgomery Scott chief investment strategist Mark Luschini discusses investing in a volatile market on 'The Claman Countdown.'

Look out for these top tax scams when filing your taxes

Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round.

Credit card spending and your financial plan

Most of us tend to think of credit cards as a spending tool. Rarely do we consider them in the context of financial planning conversations.

Why proper account titling is vital for your estate plan

The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan. This article...

Major supports for the economy and stocks, despite continued volatility

Market volatility returned late last week with concerns centered on higher interest rates given higher-than- expected inflation readings, and escalating Russia-

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